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@gordocap18 dg

dg posts on X about asml, $asml, monopoly, bloomberg the most. They currently have XXX followers and X posts still getting attention that total XXXXX engagements in the last XX hours.

Engagements: XXXXX #

X Week XXXXX -XX%
X Month XXXXXX +166%
X Months XXXXXX +3,789%

Mentions: X #

X Week X -XX%
X Month XX -XX%
X Months XXX +1,190%

Followers: XXX #

X Week XXX +4.50%
X Month XXX +15%
X Months XXX +293%

CreatorRank: XXXXXXX #

Social Influence #

Social category influence technology brands XXXX% stocks XXXX% finance XXXX% currencies XXXX%

Social topic influence asml #17, $asml #14, monopoly 12.5%, bloomberg 12.5%, lrcx 12.5%, imo 12.5%, $lrcx 12.5%, $amat 12.5%, $12t 12.5%, $471b XXXX%

Top accounts mentioned or mentioned by @southernvalue95 @evrgn11112231 @realroseceline @pythiar @contrariancurse @journeytoithaka @galyoncap @arwed_zen @scientist_ws @invest091 @stone_maison_ @wisedelcapital

Top assets mentioned Lam Research Corporation (LRCX) Applied Materials, Inc. (AMAT)

Top Social Posts #

Top posts by engagements in the last XX hours

"Me looking at the Bloomberg Terminal seeing the most moated undisruptable monopoly in the world $ASML trading at 20x 2027 EPS with a decade of secular tailwinds from cash rich tech companies spending trillions competing to be the first one to create digital god"
@gordocap18 on X 2025-07-29 17:35:50 UTC XXX followers, 5734 engagements

"$ASML $LRCX $AMAT Peak litho is peak priced in. ASMLs semi cap premium has almost entirely disappeared. Shares are de-risked on XX numbers and now trade at 20x XX EPS. A bargain IMO. 2030 EPS of $XX at 25x PE is a XX% IRR from here"
@gordocap18 on X 2025-07-21 17:19:17 UTC XXX followers, 8447 engagements

"@SouthernValue95 What matters is 2025-2030 EPS growth. If you back into the current valuation the market is pricing in the worst case outcome based on $ASML 2030 outlook"
@gordocap18 on X 2025-07-29 20:13:45 UTC XXX followers, XXX engagements

"@JourneyToIthaka Thoughts on ASML at these levels"
@gordocap18 on X 2025-07-28 17:35:27 UTC XXX followers, XXX engagements

"@SouthernValue95 Keeping non-AI demand flat at $471B through 2030 would translate into global chip demand $1.2T in 2030. even with litho intensity declining to XXXX% (on XX% WFE intensity) $ASML would be able to meet the mid-point of its 2030 guide"
@gordocap18 on X 2025-07-29 20:29:56 UTC XXX followers, XXX engagements